Investment succession in South West

Name: Investment business succession in South West
Creator: ExitRadar
License: https://www.exitradar.co.uk/terms

2,685 of 7,125 investment companies in South West — 37.7% — have a director aged 60 or over.

That is the 2nd highest of 12 UK regions for this trade.

Companies measured7,125

Director aged 60+2,685

Exposure rate37.7%

Companies House register·Measured base 3,475,770·Data as at 13 August 2026·Full methodology

7,125

Companies measured

2,685

Director 60+

1,064

Director 70+

37.7%

Exposure rate

The UK average across all trades is 32.5%; investment nationally runs at 29.9%.

Measure	Companies
Investment companies in South West measured	7,125
Oldest director aged 60 or over	2,685
Oldest director aged 70 or over	1,064

Of the 2,685 with a director over 60, 142 score 50 or higher on business quality — an output of our own scoring model, not a Companies House figure. How we score it.

Investment in other regions

Region	60+	Rate
Northern Ireland	939	43.6%
Scotland	2,104	33.7%
South East	5,385	33.7%
Wales	1,120	32%
East of England	2,999	30.9%
Yorkshire & The Humber	2,335	29.2%
London	14,536	28.6%
West Midlands	2,985	27.5%

Other trades in South West

Trade	60+	Rate
Consultancy Services	6,658	43%
Lettings	6,114	44.9%
Retail	4,239	32%
Other Leisure	3,124	36%
Agriculture	2,777	56.9%
Property Development	2,716	48.2%
Investment / Fund Management	2,473	40%
IT Services / Consultancy	2,379	27.4%

Combinations with fewer than 250 measured companies are not listed separately. They are still counted in every total on this page.

See all Investment succession data or everything in South West.

Cite this page

These figures are free to quote and reproduce, including in commercial work, with attribution to ExitRadar and a link to this page.

ExitRadar, "Investment succession in South West", UK Business Succession Index, 13 August 2026. https://www.exitradar.co.uk/succession/prop-investment/south-west/

Need a cut that is not published here — a different trade grouping, a finer geography, or the underlying distribution? Get in touch and we will usually provide it. Methodology.

Method. Figures cover the 3,475,770 active UK companies where Companies House records an age bracket for at least one serving director — 93.8% of the 3,706,712 companies on the active register. A company counts as succession-exposed when its oldest serving director is 60 or over — not the board average, which would hide a 70-year-old founder sitting alongside younger co-directors. The business-quality figure covers only the subset our model assesses — see the methodology for why that is far smaller than the number with filed accounts. Data as at 13 August 2026; updated quarterly, next update October 2026. Full methodology.